Overview

If a program is canceled for any reason, the system has the ability to bulk cancel all of the registrations and return the amount paid as a user credit for the household to use in the future.

Important Notes

• For direct credit card refunds, those refunds must be done individually
• If you need to send an email notification to all participants letting them know the program is canceled and they will be receiving a credit on their account, it is easier to do this before a bulk credit/refund is done. To send bulk email notifications to these users by contacting customers from the roster. 
• You must have permission to remove users from rosters to perform this function.

Instructions 

1. Navigate to Activities > Activity List 
   
   
2. Locate the activity and session you need to cancel
   
   
3. Click View to navigate to the roster
   
   
4. Select the user(s) you would like to refund user credit to, or select the first checkbox to Select All 
   
   
5. Select Credit/Refund
   
   
6. Add any notes as to why the program is canceled or why you are refunding (optional)
   
   
7. Select Preview Credit/Refund 
   
   
8. When the Credit/Refund Summary appears, select Submit Credit/Refund 
   
   
9. Refunded user(s) will disappear from the roster
   
   
   • Note: For more information about user account credit, see our resource on User Credit Conversion